Sequoia Financial Advisors 13F Activity & Position Changes (Q2 2017)
As of Jun 30, 2017, the Sequoia Financial Advisors portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Apr 30, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2017, the filing reported:
New Buys - Align Technology, Inc., Alibaba Group Holding Limited, SPDR Bloomberg Convertible Secu, Deere & Company, iShares 3-7 Year Treasury Bond , and 14 more
Increases - Apple Inc., AbbVie Inc., Abbott Laboratories, Adobe Inc., American Electric Power Company, and 101 more
Reductions - Accenture plc, iShares MSCI ACWI ETF, iShares Core U.S. Aggregate Bon, WisdomTree Yield Enhanced U.S. , Amgen Inc., and 65 more
Complete Exits - SPDR S&P Emerging Markets Small, Banco Santander, S.A. Sponsored, SLR Investment Corp., SPDR S&P 600 Small Cap Value ET, Southern Company (The), and 5 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q2 2017
|
AAPL
Apple Inc.
|
Buy |
+2,598
|
|
Q2 2017
|
ABBV
AbbVie Inc.
|
Buy |
+512
|
|
Q2 2017
|
ABT
Abbott Laboratories
|
Buy |
+270
|
|
Q2 2017
|
ACN
Accenture plc
|
Sell |
-95
|
|
Q2 2017
|
ACWI
iShares MSCI ACWI ETF
|
Sell |
-12
|
|
Q2 2017
|
ADBE
Adobe Inc.
|
Buy |
+536
|
|
Q2 2017
|
AEP
American Electric Power Company
|
Buy |
+17
|
|
Q2 2017
|
AFL
AFLAC Incorporated
|
Buy |
+4,475
|
|
Q2 2017
|
AGG
iShares Core U.S. Aggregate Bon
|
Sell |
-71,619
|
|
Q2 2017
|
AGGY
WisdomTree Yield Enhanced U.S.
|
Sell |
-21,474
|
|
Q2 2017
|
AIG
American International Group, I
|
Buy |
+144
|
|
Q2 2017
|
ALGN
Align Technology, Inc.
|
Buy - Position Entry |
+1,760
|
|
Q2 2017
|
ALK
Alaska Air Group, Inc.
|
Buy |
+3,725
|
|
Q2 2017
|
AMD
Advanced Micro Devices, Inc.
|
Buy |
+1,300
|
|
Q2 2017
|
AMGN
Amgen Inc.
|
Sell |
-1,036
|
|
Q2 2017
|
AMZN
Amazon.com, Inc.
|
Buy |
+178
|
|
Q2 2017
|
AXP
American Express Company
|
Sell |
-101
|
|
Q2 2017
|
BA
Boeing Company (The)
|
Buy |
+214
|
|
Q2 2017
|
BABA
Alibaba Group Holding Limited
|
Buy - Position Entry |
+1,787
|
|
Q2 2017
|
BAC
Bank of America Corporation
|
Sell |
-1,350
|
|
Q2 2017
|
BBVA
Banco Bilbao Vizcaya Argentaria
|
Sell |
-141
|
|
Q2 2017
|
BIIB
Biogen Inc.
|
Buy |
+1,233
|
|
Q2 2017
|
BMY
Bristol-Myers Squibb Company
|
Buy |
+358
|
|
Q2 2017
|
BND
Vanguard Total Bond Market ETF
|
Sell |
-1,052
|
|
Q2 2017
|
BP
BP p.l.c.
|
Buy |
+2,615
|
|
Q2 2017
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-348
|
|
Q2 2017
|
BUD
Anheuser-Busch Inbev SA Sponsor
|
Sell |
-673
|
|
Q2 2017
|
C
Citigroup, Inc.
|
Buy |
+5,316
|
|
Q2 2017
|
CCL
Carnival Corporation
|
Buy |
+4,397
|
|
Q2 2017
|
CINF
Cincinnati Financial Corporatio
|
Buy |
+73
|
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